Anesthesia Associates Of Kansas City, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Anesthesia Associates Of Kansas City, P.A.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Anesthesia Associates Of Kansas City, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Anesthesia Associates Of Kansas City, P.A. under EIN 43-0975680 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $163,318,915 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anesthesia Associates Of Kansas City, P.A.
EIN
43-0975680
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
388
End-of-year plan assets
$163,318,915

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023388H, C20241014133537NAL0013360707002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$163,318,915
Net assets (EOY)
$163,318,915
Net assets (BOY)
$142,712,869

Income & contributions

Employer contributions
$6,415,612
Participant contributions
$3,319,358
Total contributions
$9,875,786
Total income / additions
$33,774,023

Expenses & distributions

Benefits paid
$12,887,552
Administrative expenses
$275,440
Total expenses
$13,167,977
Net increase / (decrease)
$20,606,046

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCNONE$113,480not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$66,126not reported in the loaded dataset2023
Canvas Wealth Advisors LLCNONE$37,320not reported in the loaded dataset2023
The Etf Store IncNONE$15,439not reported in the loaded dataset2023
Onedigital Investment AdvisorsNONE$10,263not reported in the loaded dataset2023
Fisher InvestmentsNONE$7,736not reported in the loaded dataset2023
Rubinbrown Advisors LLCNONE$7,633not reported in the loaded dataset2023
Ifs Advisors LLCNONE$7,276not reported in the loaded dataset2023
Dain Rauscher IncorporatedNONE$6,664not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$2,116$02023

Related Form 5500 pages